I did not get to many responses on by last topic, so I’ll try again for some better luck🙂. I would like some help in creating a GI to use with a Dashboard to show Revenue vs Budget Revenue by Quarter. I only want to show all Sales Accounts (4000s).
Best answer by abrunner78
View originalWhat exactly do you need help with?
I continued to play around was able to make the following widget:
There are some subtle quirks to how I’m filtering, but it seems to be what you were looking for.
Attached the GI and here are some screen shots of the widget configuration:
Let me know if this is what you were hoping for.
I will check the filter settings on the Widget. The issue I am having is that when you hover over the columns, the amounts appearing are the accurate for the Quarter.
I had to set the widget filter so the account type was Income.
Thank you!
Can you give me a bit more to go off of? Like what have you tried, what GIs are you looking at, do you have a good example. etc.?
I don’t live in the finance world so a bit a direction is helpful.
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